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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

Top 30 financial advisors of 108 near 84326

Out of 400,000+ nationwide

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Daryl A

CFP®, Series 63, Series 66

Providence, UT

Edward Jones

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer
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Carter F

Series 66

Logan, UT

Fidelity

Carter Federico is a Financial Consultant I at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on understanding clients' goals and financial visions to provide personalized financial planning and portfolio analysis. He works to identify opportunities and strategies that align with clients' objectives and supports the implementation of tailored investment strategies. Carter holds insurance licenses for Arkansas and California, which support his ability to offer comprehensive financial advice in these jurisdictions. His approach centers on careful analysis and personalized guidance to help clients navigate their financial futures. Outside of his professional activities, Carter enjoys boating, camping, fishing, golf, skiing, and parenthood.

Wealth management Passive / index investing Active portfolio management Parents
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Ted K

Series 63, Series 66

Smithfield, UT

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management General estate planning guidance
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Matthew K

CFP®, ChFC®, Series 66

Brigham City, UT

Edward Jones

Divorce financial planning Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Attorney Founder/Business Owner Intergenerational Families Divorced
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Daniel K

Series 66

Brigham City, UT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning
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Ken K

CFP®, ChFC®, Series 63, Series 66

Brigham City, UT

Edward Jones

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management
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Ryker W

CFP®, Series 66

Logan, UT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Dentist
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Peter S

Series 66

Brigham City, UT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
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Tron A

CFP®, Series 66

Logan, UT

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner
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Jeffrey O

CFP®, ChFC®, Series 66

Logan, UT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning General retirement planning Dentist Government Employee Founder/Business Owner
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